Investmark Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $970K | Buy |
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|
2024
Q4 | $953K | Buy |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $895K | Buy |
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|
2024
Q1 | $918K | Buy |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $769K | Buy |
|
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $865K | Buy |
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